Strategy Financial Group

602.343.9301 Phoenix

520.505.3605 Tucson

520.505.3605 Oro Valley

866.777.9219 Toll Free

Additional Services

As a full-service retirement and financial planning firm, Strategy Financial Group can also coordinate introductions to Attorneys, CPAs and Mortgage Brokers to assist you with your Estate Planning, Tax Planning, and Mortgage needs.

Estate Planning

No matter what your net worth, it's important to have a basic estate plan of some sort in place. An estate plan is simply a strategy for leaving assets to loved ones and establishing how those assets will be distributed after your passing. Assets may include real estate, bank accounts, investments, life insurance, personal property, etc. Whether you need a Living Trust, a Last Will and Testament, a Living Will or a Durable Power of Attorney, Strategy Financial Group will help ensure that all of your Estate Planning needs are fulfilled.

Tax Planning

Tax planning can be a key element to one's overall financial plan, not only in reducing taxes but also in helping you achieve your overall financial goals. From strategic tax planning to preparing your annual tax returns, Strategy Financial Group is available to coordinate on your behalf to ensure that your Tax Planning needs are fully met.


Whether you're looking for help with a new home loan, mortgage refinancing, a reverse mortgage or any other type of mortgage assistance, Strategy Financial Group can introduce you to a mortgage broker who can assist you.